How Do I Use Magic Due Dates?

ZipBooks uses what we call magic due dates to auto-detect a due date based an invoice’s terms.

Magic due dates are assigned when you write either “Net (#)” or “Due (date)” in the Terms section of an invoice. For example, write “Net 30” or “Due April 12, 2016,” and ZipBooks will automatically figure out when your invoice is due.

Follow these simple steps to a create specific due date for a client invoice:

Log in to your ZipBooks account. You will see the main ZipBooks page that shows the dashboard with all your stats.

On the left-hand side of the app, below the ZipBooks logo, you will see a list of menu options. Click on the first menu option, labeled Invoices. You’ll be taken to the page that contains a list of all the invoices you have created.

On the top menu of the Invoice page, click on the green New Invoice button.

From here you can create a new invoice. At the bottom of the invoice, you will see a box labeled Terms. Click in the box and write either “Net (#)” or “Due (date)”—leave out the parentheses.

After completing the invoice, click the blue Save Invoice button and send out your invoice.

A couple of important notes:

If neither “Net (#)” nor “Due (date)” exist in the terms, then ZipBooks will assume that your invoice is due upon receipt and use the invoice date as the due date.

If you are typing a date with an American format (MM/DD/YYYY) make sure you use slashes (/) to separate the day, the month, and the year. If you’re using a European format (DD-MM-YYYY), make sure you use hyphens to separate the day, the month, and the year.

Late payment reminders

Magic due dates become very useful when you’re using late payment reminders, which you can set up to automatically notify your client if they forget to pay the invoice on time.

For example, if you set a reminder to be sent out ten days after the due date, and you wrote “Net 30” in your invoice terms, then the reminder will be sent forty days from when the invoice was sent if the client still hasn’t paid.

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